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Hi there, Cathee. Let me share you some details about accessing the reconciliation page without connecting to a bank.
To provide you the exact resolution for your concern, may I ask what exact prompt are you seeing on your screen, Cathee?
Meanwhile, you can access the reconciliation page without connecting a bank account, regardless of whether you click the Connect Now or Get Started button which appears on the prompt. Provide the necessary information and details, then proceed by clicking Start reconciling. Ensure that you have your bank statement with you to accurately match the books to the statement.
If you need further guidance, please don't hesitate to reach out by replying to this conversation.
Hi there, Cathee. Let me share you some details about accessing the reconciliation page without connecting to a bank.
To provide you the exact resolution for your concern, may I ask what exact prompt are you seeing on your screen, Cathee?
Meanwhile, you can access the reconciliation page without connecting a bank account, regardless of whether you click the Connect Now or Get Started button which appears on the prompt. Provide the necessary information and details, then proceed by clicking Start reconciling. Ensure that you have your bank statement with you to accurately match the books to the statement.
If you need further guidance, please don't hesitate to reach out by replying to this conversation.
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